First Affirmative Financial Network’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$324K Sell
2024
Q4
$304K Sell
2024
Q3
$269K Buy
2024
Q2
$258K Buy
2024
Q1
$199K Buy
2023
Q4
$150K Buy
2023
Q3
$144K Buy
2023
Q2
$96.5K Buy